Jaffetilchin Investment Partners’s Strategas Global Policy Opportunities ETF SAGP Stock Holding History

Jaffetilchin Investment Partners’s Portfolio SAGP Stock Details SAGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$458K	Buy	13,342 +14	+0.1%	+$497	0.03%	284
2025 Q4	$452K	Buy	13,328 +413	+3%	+$14.2K	0.03%	282
2025 Q3	$445K	Buy	12,915 +1,332	+11%	+$44.7K	0.03%	297
2025 Q2	$382K	Sell	11,583 -1,846	-14%	-$57.1K	0.03%	297
2025 Q1	$405K	Sell	13,429 -1,588	-11%	-$47.4K	0.03%	271
2024 Q4	$428K	Sell	15,017 -1,758	-10%	-$52.7K	0.03%	255
2024 Q3	$504K	Buy	16,775 +1,514	+10%	+$43.4K	0.04%	230
2024 Q2	$415K	Sell	15,261 -120	-0.8%	-$3.25K	0.04%	240
2024 Q1	$425K	Buy	15,381 +2,281	+17%	+$60.3K	0.04%	239
2023 Q4	$340K	Buy	13,100 +1,634	+14%	+$39.6K	0.03%	263
2023 Q3	$271K	Sell	11,466 -34	-0.3%	-$845	0.03%	279
2023 Q2	$289K	Sell	11,500 -4,392	-28%	-$108K	0.03%	291
2023 Q1	$388K	Buy	15,892 +4,185	+36%	+$102K	0.04%	245
2022 Q4	$276K	Buy	+11,707	New	+$269K	0.03%	289

Other funds holding SAGP

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

QCA

Quantify Chaos Advisors Brooklyn, New York $35.5M AUM

Jaffetilchin Investment Partners's SAGP Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its Strategas Global Policy Opportunities ETF (SAGP) stake by 0.11% in Q1 2026, buying an estimated $497 and bringing the position to 13,342 shares worth $458K. The position accounts for 0.03% of the portfolio, ranked #284.

Jaffetilchin Investment Partners first reported a position in SAGP in Q4 2022 and has held it in 14 quarters since. The position peaked at $504K in Q3 2024. 15 funds tracked by Wall St. Rank hold SAGP as of Q1 2026.

Jaffetilchin Investment Partners held 13,342 shares of Strategas Global Policy Opportunities ETF worth $458K as of Q1 2026.
Jaffetilchin Investment Partners bought 14 Strategas Global Policy Opportunities ETF shares in Q1 2026, an estimated $497.
Strategas Global Policy Opportunities ETF made up 0.03% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #284 holding.
Jaffetilchin Investment Partners first reported a position in Strategas Global Policy Opportunities ETF in Q4 2022 and has held it in 14 quarters since.
Jaffetilchin Investment Partners's Strategas Global Policy Opportunities ETF position peaked at $504K in Q3 2024.
15 funds tracked by Wall St. Rank held Strategas Global Policy Opportunities ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.